Position in WSO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$17,586,006
+$2,234,068 QoQ
Shares Held
42,200
0.0% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#98
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026GRACE & WHITE INC /NY holds $64,640,592 across 2 Industrial Distribution names. WSO ranks #2 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
|
139,153 | $47,054,586 | |
| 2 | WSO |
Watsco Inc
This page
|
42,200 | $17,586,006 |
All Filings in WSO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,586,006 | 42,200 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $15,351,938 | 42,200 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,219,290 | 42,200 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $15,760,826 | 38,983 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $17,258,509 | 39,080 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $19,889,779 | 39,130 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,576,488 | 39,200 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $19,650,606 | 39,950 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,710,862 | 42,550 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $18,412,721 | 42,625 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $18,263,533 | 42,625 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $16,185,302 | 42,850 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $16,345,989 | 42,850 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $13,633,156 | 42,850 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $10,705,495 | 42,925 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $11,051,470 | 42,925 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $10,251,348 | 42,925 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $13,076,672 | 42,925 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $13,430,374 | 42,925 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $11,411,737 | 43,125 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $12,361,350 | 43,125 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,244,843 | 43,125 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $9,769,968 | 43,125 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $10,043,381 | 43,125 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $8,542,927 | 48,075 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $7,617,046 | 48,200 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||